Associate Account Executive Banking and Wealth Enterprise

We believe that the way people interact with their finances will drastically improve in the next few years. Were dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo SoFi several of the Fortune 500 and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaids network covers 12000 financial institutions across the US Canada UK and Europe. Founded in 2013 the company is headquartered in San Francisco with offices in New York Washington D.C. London and Amsterdam.

Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services and most specifically the Banks themselves can benefit from better technology and access to data.

Plaids Banking & Wealth team partners with financial institutions to modernize digital banking payments and wealth experiences. As an Inside Sales Rep / Associate AE you will drive early-stage pipeline shepherd financial institutions through discovery and own the closing process for smaller deals. Youll collaborate closely with senior AEs Solutions Engineering and cross-functional partners to help banks credit unions and wealth platforms adopt Plaids connectivity identity payments and data solutions.

Responsibilities

• Qualify inbound interest and proactively source new opportunities across banks credit unions and wealth platforms OR enterprise companies.
• Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening ACH transfers identity verification and wealth aggregation.
• Own and close smaller deals ( $100K ARR) independently or with support from your manager and field AE.
• Manage full-cycle motions for lower-complexity sales including scoping pricing negotiation and contract execution.
• Partner with senior AEs on larger multi-stakeholder deals.
• Assist senior AEs with early-stage qualification and strategy and qualification
• Craft tailored value narratives for financial institutions and support product demonstrations.
• Provide structured industry-specific feedback to Product Risk and GTM.
• Maintain accurate CRM data to support forecasting especially for regulated-institution pipelines.

Qualifications

$73416 - $96600 a year

The target base salary for this position ranges from $73416 / year to $96600 / year in San Francisco and New York OR in Raleigh-Durham. The target base salary will vary based on the jobs location.

Our geographic zones are as follows :

Zone 1 - New York City and San Francisco Bay Area

Zone 2 - Los Angeles Seattle Washington D.C.

Zone 3 - Austin Boston Denver Houston Portland Sacramento San Diego

Zone 4 - Raleigh-Durham and all other US cities

The base salary range listed for this full-time position excludes commission (if applicable) equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills experience and relevant education or training.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesnt fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race color national origin ethnicity religion or religious belief sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age military or veteran status disability or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal state and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability please let us know at emailprotected.

Please review our Candidate Privacy Notice here .

Required Experience :

IC

Key Skills

SAAS,Customer Service,Cloud,Healthcare,Account Management,CRM,Salesforce,Infrastructure,Client Relationships,New Customers,Territory,Trade shows,Sales Goals,Sales Process,Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1